Reports are generated from the Report Gallery. You can access the Report Gallery by going to the Main Menu, clicking on Management, and then selecting Report Gallery. Or you can access the Report Gallery by selecting the icon from the toolbar.
Many of our Classic reports use abbreviations in the column headers. To make reading these reports a bit easier, we've compiled a list of abbreviations that are used, along with what they mean, and the reports that use them.
As an example, the Calls Report is shown below:
List of Abbreviations
| Abbreviation | Full Text | Report(s) |
| 1099 | 1099 Form | Vendor List |
| 1099 MISC | 1099 Miscellaneous | 1099 Listing |
| 1099 NEC | 1099 Nonemployee Compensation | 1099 Listing |
| % Cmplt | Percent Completed | Work in Progress |
| A C V S T | Active, Counted, Valued, Serialized, As-Task | Part List |
| A S | Active / Serialized | Part Valuation, Warehouse Stock Valuation |
| Acct | Account | GL Transactions, Item Distribution, Trial Balance |
| Addl Prem | Additional Premium | Deferred Wages |
| Addl Prem Req'd | Additional Premium Required | Deferred Wages |
| Adj Code | Adjustment Code | AP Transactions, AR Transactions |
| Adjd | Adjusted | Invoice Listing |
| Adjg | Adjusting | Invoice Listing |
| AdjQty | Adjust Quantity | Inventory Transactions |
| AdjTotal | Adjusted Total | Inventory Transactions |
| Agr # | Agreement Number | Agreement List |
| Agr Status | Agreement Status | Service Location List |
| Agr Type | Agreement Type | Agreement Deferral Analysis, Agreement Reserve Analysis |
| AgreeNo | Agreement Number | Agreement Anniversary Report, Agreement Billings Due, Agreements Due for Renewal, Agreement Deferral Analysis, Agreement Profitability, Agreement Reserve Analysis, Pending Agreement Renewals |
| Agrmt Info | Agreement Information | Location History |
| All Hrs / LRev Hrly / % Prod All Hrs | All Hours / Labor Revenue Hourly / Percent Productive across All Hours | Technician Productivity based on Task |
| AmtAfterDisc | Amount After Discount | Sales Invoice Items |
| AvgCost | Average Cost | Part Valuation, Warehouse Stock Valuation |
| AvgCost/ LastCost | Average Cost / Last Cost | Part List |
| AvgCostValue | Average Cost Value | Part Valuation, Warehouse Stock Valuation |
| Beginning Bal | Beginning Balance | Trial Balance |
| Bill Acct | Billing Account | Agreement Deferral Analysis, Agreement Profitability, AR Aging, AR Transactions, Open Receivables, Sales Invoice Items |
| Bill ID | Billing Identification | AR Retainage Transactions, Invoice Listing, Sales Tax |
| Bill No | Billing Number | Agent Notifications |
| BillAcct# | Billing Account Number | Sales Invoices |
| BillAcctID | Billing Account Identification | Job Cost Analysis |
| Billed Amt | Billed Amount | Item Distribution |
| Billing No | Billing Number | Agreement Reserve Analysis |
| Bills PerYr | Bills Per Year | Agreement Profitability |
| Bin No | Bin Number | Warehouse Stock List, Warehouse Stock Valuation |
| BO'd | Backordered | Purchase Order Item Status |
| By Us? | Installed By Us? | Equipment List |
| C | Counted | Inventory Management |
| C/R | Credit Rejected | Quotes (Sales Tracking) |
| Call Cnt | Call Count | Jobs Taken/Booked |
| Call Dt/Tm | Call Date / Time | Calls |
| Canc | Canceled | Job Permits, Permit Stages |
| CheckNo | Check Number | Check Register |
| Cncl'd | Canceled | Purchase Order Item Status |
| Comlt | Completed | Assignments |
| Comp | Completed | Invoice Listing, Job Permits, Permit Stages |
| Cont? | Continued? | Quotes |
| Contract # | Contract Number | Service Location List |
| Credit Limt | Credit Limit | Vendor List |
| CSR | Customer Service Representative | Agreement List |
| Cur Qty Onhand | Current Quantity Onhand | Inventory Management |
| Cust PO # | Customer Purchase Order Number | AR Aging, Invoice Listing, Sales Invoices |
| Cust PO Num | Customer Purchase Order Number | Jobs Taken/Booked |
| CYL# | Cylinder Number | Refrigerant Transactions |
| Daily Avg | Daily Average | Management Comparison |
| Date Inst | Date Installed | Equipment List |
| Days Since Last Chrg | Days Since Last Charge | Refrigerant Leak Rate |
| Deferal Chrgs | Deferral Charges | Agreement Deferral Analysis |
| Deferred Amt | Deferred Amount | Agreement Deferral Analysis |
| Dep | Department | Calls, GL Transactions, Happy Check, Invoice Listing, Job Cost Analysis, Sales Invoice Items, Sales Invoices |
| Dept | Department | Agreement List, AR Aging, AR Transactions, Commission, Employee Timecard, Inventory Transactions, Item Distribution, Location History, Miscellaneous Wage, Open Receivables, Purchase Order Item Status, Service Location List, Wage Summary Listing, Deferred Wages |
| Disc | Discount | AP Aging Report, AP Invoice List |
| Disc Avail | Discount Available | AP Invoice List, Open Payables |
| Disc Date | Discount Date | Open Payables |
| Disc Dt | Discount Date | AP Invoice List |
| Dispchd | Dispatched | Assignments |
| Dt Posted | Date Posted | GL Transactions |
| Due Dt | Due Date | AP Invoice List, Invoice Listing |
| Dur / Reg / OT / DT / Prem / nReg / nPaid / PceRt | Duration / Regular Hours / Overtime / Double Time / Premium / Not Regular Time / Not Paid / Piece Rate | Wage Source |
| Dur/Pri/Subd | Duration / Priority / Subdivision | Assignments |
| Earned+ELB | Earned plus Estimated Labor Burden | Wage Summary Listing |
| ELB | Estimated Labor Burden | Wage Summary Listing |
| Emp | Employee | Employee Timecard |
| Emp Code | Employee Code | Invoice Item Detail, Wage Source |
| EmployeeNo | Employee Number | Payroll Period Summary, Wage Source |
| EmpType | Employee Type | Wage Source |
| End of Per Tot | End of Period Total | Management Comparison |
| Eq Type | Equipment Type | Location History |
| EquipType | Equipment Type | Warehouse Stock Valuation, Warranty Reserve Analysis |
| Est Cost to Complete | Estimated Cost to Complete | Work in Progress |
| Est Date | Estimate Date | Quotes |
| Exp | Expiration | Job Permits, Permit Stages |
| ExpDate | Expiration Date | Job Permits, Purchase Order Item Status, Purchase Order Status Report |
| ExpType | Expense Type | Inventory Transactions, Item Distribution, Wage Summary Listing |
| ExType | Expense Type | Pricebook Item List |
| GL Acct | General Ledger Account | Inventory Transactions, Wage Summary Listing |
| GL TransID | General Ledger Transaction ID | Agreement Deferral Analysis, Agreement Reserve Analysis, Check Register |
| GL Value | General Ledger Value | Inventory Transactions |
| HasPA | Has Perpetual Agreement | Location History |
| Hrs | Hours | Job Cost Analysis |
| IC Over | Inventory Control Overage | Inventory Transactions |
| IC Value | Inventory Control Value | Inventory Transactions |
| ICAdj Value | Inventory Control Adjusted Value | Inventory Transactions |
| ICAdjOver | Inventory Control Adjusted Overage | Inventory Transactions |
| Inst Date | Install Date | Warranty Reserve Analysis |
| Inv Dt | Invoice Date | AP Invoice List, Invoice Listing, Item Distribution |
| Inv Dt Pst | Invoice Date Posted | Item Distribution |
| Inv Trans ID | Invoice Transaction Identification | Item Distribution |
| Inv Type | Invoice Type | AR Transactions, Sales Invoice Items, Sales Invoices |
| Inv# | Invoice Number | Sales Tax |
| Invcd | Invoiced | Item Distribution |
| Invd | Invoiced | Employee Timecard |
| InvDate | Invoice Date | Invoice Item Detail, Sales Invoice Items, Sales Invoices, Sales Tax, Technician Productivity based on Task, Receipt/Invoice Integrity Reports |
| InvID | Invoice Identification | Receipt/Invoice Integrity Reports |
| InvNo | Invoice Number | Happy Check, Receipt/Invoice Integrity Reports |
| Invoice# | Invoice Number | Sales Invoice Items, Sales Invoices |
| InvoiceNo | Invoice Number | AR Retainage Transactions, Invoice Item Detail, Pending Payables Transactions |
| InvTotal | Invoice Total | Pending Payables Transactions |
| Item No | Item Number | Inventory Management, Item Distribution, Part List, Part Valuation, Purchase Order Item Status, Warehouse Stock Valuation |
| Job # | Job Number | Employee Timecard, Location History, Quotes, Technician Productivity based on Task, Refrigerant Transactions |
| Job Dt | Job Date | Invoice Listing |
| Job Hrs | Job Hours | Technician Productivity based on Task |
| Job Lead Src | Job Lead Source | Sales Invoice Items, Sales Invoices |
| Job Lead Src Type | Job Lead Source Type | Sales Invoice Items, Sales Invoices |
| Job Sched Date | Job Scheduled Date | Job Permits |
| Job Src Type | Job Source Type | Jobs Taken/Booked |
| Job Src Type / Source | Job Source Type / Source | Quotes |
| Job/Proj # | Job / Project Number | Sales Invoice Items, Sales Invoices |
| JobNo | Job Number | Agreements Due for Renewal, Assignments, Commission, Happy Check, Inventory Transactions, Invoice Item Detail, Invoice Listing, Item Distribution, Job Cost Analysis, Job Permits, Jobs Taken/Booked, Miscellaneous Wage, Permit Stages, Phone Calls, Purchase Order Item Status, Purchase Order Status Report |
| Labor Per Hr | Labor Per Hour | Technician Productivity based on Task |
| Labor Rev | Labor Revenue | Technician Productivity based on Task |
| Last Job No | Last Job Number | Service Location List |
| Last Service Amt | Last Service Amount | Service Location List |
| Loc Lead Src | Location Lead Source | Sales Invoice Items, Sales Invoices |
| Loc Lead Src Type | Location Lead Source Type | Sales Invoice Items, Sales Invoices |
| Loc Src Type | Location Source Type | Jobs Taken/Booked |
| Loc Src Type / Source | Location Source Type / Source | Quotes |
| Loc Type | Location Type | Equipment Comparison List, Equipment List, Location History, Third Party Contract Plan Type List |
| LocID | Location ID | Agreement Anniversary Report, Agreement Deferral Analysis, Agreement Profitability, Agreement Reserve Analysis, AR Retainage Transactions, Calls, Invoice Listing, Jobs Taken/Booked, Sales Invoice Items, Sales Invoices, Sales Tax, Agent Notifications |
| LRev Gen / LRev Hrly / % Prod Job Hrs | Labor Revenue Generated / Labor Revenue Hourly / Percent of Productive Job Hours | Technician Productivity based on Task |
| Maint Billed | Maintenance Billed | Agreement Deferral Analysis |
| Maint Used | Maintenance Used | Agreement Deferral Analysis |
| Max Apts | Maximum Appointments | Time Slot Capacity Defaults, Time Slot Capacity, Time Slot Overbooked |
| MaxQty | Maximum Quantity | Warehouse Stock List |
| Mfgr | Manufacturer | Equipment Comparison List, Equipment List, Warehouse Stock Valuation, Warranty Reserve Analysis |
| Mfr Part/Model | Manufacturer Part/Model | Item Distribution |
| MinOrder | Minimum Order | Part List, Warehouse Stock List |
| MinQty | Minimum Quantity | Warehouse Stock List |
| Miscat Payment | Miscategorized Payment | 1099 Listing |
| MiscSale | Miscellaneous Sale | Sales Tax |
| Model # | Model Number | Warranty List, Refrigerant Transactions, Refrigerant Leak Rate |
| Model No | Model Number | Warranty Reserve Analysis |
| Net Amt | Net Amount | AP Invoice List |
| New Loc | New Location | Phone Calls |
| Not Invd | Not Invoiced | Employee Timecard |
| Notfd | Notified | Assignments |
| Ntfd | Notified | Opportunities |
| Ord / Part / Full / Clsd / Cncl | Ordered / Partially Received / Fully Received / Closed / Canceled | Purchase Order Status Report |
| OrderQty | Ordered Quantity | Warehouse Stock List |
| Orig | Origin | GL Transactions |
| Original Lead No / Date | Original Lead Number / Date | Quotes |
| Out of Svc | Out of Service | Equipment List |
| Over Chrgs | Overage Charges | Agreement Reserve Analysis, Warranty Reserve Analysis |
| Over Dept | Overage Department | Inventory Transactions |
| Part No | Part Number | Part List |
| Paymts | Payments | Invoice Listing |
| Pct | Percent | Job Cost Analysis |
| PermitNo | Permit Number | Job Permits, Permit Stages |
| Pmt Terms | Payment Terms | AP Invoice List |
| Pmt/Adj | Payments and Adjustments | AP Invoice List |
| PO # | Purchase Order Number | Calls |
| PO Date | Purchase Order Date | Purchase Order Item Status, Purchase Order Status Report, Receipt/Invoice Integrity Reports |
| PO No | Purchase Order Number | AP Invoice List, Inventory Transactions, Item Distribution, Pending Payables Transactions, Purchase Order Item Status, Purchase Order Status Report, Receipt/Invoice Integrity Reports |
| PO Status | Purchase Order Status | Purchase Order Item Status, Purchase Order Status Report |
| Post Dt | Post Date | Item Distribution |
| Postd | Posted | Invoice Listing |
| PrefTech | Preferred Technician | Agreement Billings Due, Agreements Due for Renewal, Agreement List, Pending Agreement Renewals |
| Prem | Premium | Deferred Wages |
| PremExcess | Premium Excess | Payroll Period Summary |
| Pri | Priority Status | Calls, Service Location List |
| Pri Status | Priority Status | Assignments |
| Prim Emp | Primary Employee | Quotes |
| Pymt/Adj | Payments and Adjustments | AP Aging Report |
| Pymts/Adj | Payments and Adjustments | AR Aging |
| Qty | Quantity | Invoice Item Detail, Item Distribution, Part Valuation, Purchase Order Item Status, Sales Invoice Items, Warehouse Stock Valuation |
| QtyInvd | Quantity Invoiced | Receipt/Invoice Integrity Reports |
| QtyRcvd | Quantity Received | Receipt/Invoice Integrity Reports |
| Rcp Dt Pst | Receipt Date Posted | Item Distribution |
| Rcpt Dt | Receipt Date | Item Distribution |
| Rcpt No / ID | Receipt Number / Identification | Item Distribution |
| Rcpt Trans ID | Receipt Transaction Identification | Item Distribution |
| Rcv'd | Received | Purchase Order Item Status |
| Receipt No | Receipt Number | Pending Payables Transactions |
| RecDate | Receipt Date | Receipt/Invoice Integrity Reports |
| RecID | Receipt Identification | Receipt/Invoice Integrity Reports |
| Ref No | Reference Number | Open Receivables, Open Payables |
| RegEarn | Regular Earnings | Payroll Period Summary |
| RegHours | Regular Hours | Payroll Period Summary |
| RegRate | Regular Rate | Payroll Period Summary, Deferred Wages |
| Ren | Renewal | Agreement List |
| Req By | Requested By | Purchase Order Status Report |
| Res Bal | Reserve Balance | Warehouse Stock Valuation |
| Res Dept | Reserve Department | Warehouse Stock Valuation |
| Reserve Amt | Reserve Amount | Agreement Reserve Analysis |
| Reserve Chrgs | Reserve Charges | Agreement Reserve Analysis |
| Resrv Amt | Reserve Amount | Warranty Reserve Analysis |
| Resrv Chrgs | Reserve Charges | Warranty Reserve Analysis |
| Rls'd | Released | Deferred Wages |
| ROI | Return on Investment | Campaign |
| S | Sales Call | Commission |
| S | Serialized | Inventory Management |
| S/Pers | Sales Person | Quotes |
| S/Rep | Sales Representative | Sales Invoices |
| SalesPer | Sales Person | Agreement Anniversary Report, Calls, Invoice Listing |
| SalesPrsn | Sales Person | Jobs Taken/Booked |
| SaleTyp | Sale Type | Sales Invoice Items |
| Sched | Scheduled | Assignments |
| Sched Apts | Scheduled Appointments | Time Slot Capacity, Time Slot Overbooked |
| Sched Date | Scheduled Date | Time Slot Overbooked |
| Sched. Dt/Tm/By | Scheduled Date / Time /By | Assignments |
| Serial # | Serial Number | Item Distribution, Warranty List, Refrigerant Transactions, Refrigerant Leak Rate |
| SerialNo | Serial Number | Inventory Transactions, Warranty Reserve Analysis |
| SlsRep | Sales Representative | Sales Invoice Items |
| Source Job No | Source Job Number | Quotes |
| Source Opp | Source Opportunity | Quotes |
| Src | Source | Inventory Transactions |
| StdCost | Standard Cost | Part List, Part Valuation, Warehouse Stock Valuation |
| StdCostValue | Standard Cost Value | Part Valuation, Warehouse Stock Valuation |
| StdPrice | Standard Price | Part List |
| Sub Acct | Sub Account | GL Transactions, Inventory Transactions, Item Distribution, Wage Summary Listing |
| SubAfterDisc | Subtotal After Discount | Invoice Listing, Sales Invoices |
| TagTrxQty | Tag Transaction Quantity | Inventory Transactions |
| Tax Amt | Taxed Amount | AP Invoice List, Item Distribution |
| TaxCollctd | Tax Collected | Sales Tax |
| TaxIncSale | Tax is Included in Sale Price | Sales Tax |
| Tech | Technician | Invoice Listing, Job Cost Analysis, Location History, Sales Invoice Items, Sales Invoices, Technician Productivity based on Task, Refrigerant Transactions |
| Tkn Dt./By | Taken Date / By | Assignments |
| Tot Time | Total Time | Phone Calls |
| Total Amt | Total Amount | AP Invoice List |
| Total Est Cost | Total Estimates Cost | Work in Progress |
| Total Hrs | Total Hours | Agreement Visits Due By Month, Technician Productivity based on Task |
| TotalEarn | Total Earnings | Payroll Period Summary |
| Trans Amt | Transaction Amount | Agreement Reserve Analysis, Warranty Reserve Analysis |
| TransDate | Transaction Date | Agreement Deferral Analysis, Agreement Reserve Analysis, Warranty Reserve Analysis |
| TransType | Transaction Type | Check Register |
| Trn Sub Dept | Transaction Type / Sub Account / Department | Trial Balance |
| TrxDate | Transaction Date | Check Register |
| TrxQty | Transaction Quantity | Inventory Management, Inventory Transactions |
| TrxValue | Transaction Value | Inventory Management, Inventory Transactions |
| Unit/Eq | Unit Equipment | Quotes |
| UnpostedIC | Quantity of the item that is in Unposted Documents | Warehouse Stock List |
| UOM | Unit of Measure | Inventory Management, Inventory Transactions, Item Distribution, Part List, Part Valuation, Warehouse Stock List, Warehouse Stock Valuation |
| V | Valued | Inventory Management |
| Vend Inv No | Vendor Invoice Number | AP Invoice List |
| Vend Invoice No | Vendor Invoice Number | Inventory Transactions, Item Distribution |
| Vend Item No | Vendor Item Number | Purchase Order Item Status |
| Vend No | Vendor Number | AP Transactions, 1099 Listing |
| Vend Type | Vendor Type | AP Invoice List, AP Transactions, Vendor List, 1099 Listing |
| Vendor No | Vendor Number | AP Invoice List, Item Distribution, Pending Payables Transactions, Vendor List, Open Payables, 1099 MISC |
| w/ Deferred Wage | With Deferred Wage | Deferred Wages |
| Warr Start | Warranty Start Date | Warehouse Stock Valuation |
| Warr Type | Warranty Type | Warehouse Stock Valuation, Warranty Reserve Analysis |
| Whse No | Warehouse Number | Item Distribution, Warehouse Stock List, Warehouse Stock Valuation |
| Zone/Map | Zone on the Map | Assignments |
| Zone/Pri | Zone / Priority | Calls |